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PSU
PSU

PSU

  • Dynamic Equities Pvt Ltd
  • SECTOR FUND
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Portfolio age1 year, 10 months
-6.27%
-6.12%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2024)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2024)
Inception Date
Feb 05, 2024
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
Performance fee 20% Profit Sharing on all Profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

To create long term wealth by investing in portfolio of quality stocks with good valuation and generate alpha both in rising and falling markets

Investment Approach

This Strategy has quality PSU stocks with high Sales & Profit growth and low valuation

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Kotak - Fintech
AUM (₹ Cr)
₹22.29 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 3
Fixed Fee
2.50%
Scheme Return
7.77%
Benchmark Return
1.92%
ASK Financial Opportunities Portfolio
AUM (₹ Cr)
₹189.00 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 3
Fixed Fee
2.50%
Scheme Return
3.9%
Benchmark Return
1.92%
Kotak - Pharma and Healthcare
AUM (₹ Cr)
₹22.73 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 3
Fixed Fee
2.50%
Scheme Return
-3.54%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Dynamic Equities Pvt Ltd
Dynamic Equities Pvt Ltd manages assets worth Rs 87.50 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap and 2 Small Cap schemes.

AUM (₹ cr)

87.50 (As on Nov, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Bluechip
AUM (₹ Cr)
₹39.60 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
3 Out of 20
Fixed Fee
No Option
Scheme Return
1.7%
Benchmark Return
1.92%
Emerging
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
8 Out of 28
Fixed Fee
No Option
Scheme Return
-2.02%
Benchmark Return
1.92%
Dynamic Smallcap
AUM (₹ Cr)
₹46.70 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Small Cap
Category Rank
9 Out of 28
Fixed Fee
2.50%
Scheme Return
-2.36%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of PSU?
There is no option for Hurdle rate.
What is the fixed fee charged in PSU ?
The fixed fee charged in PSU is 2.50%.
What is the variable fee charged in PSU ?
There is no option for Variable fee.
What is the profit sharing in PSU ?
The profit sharing in PSU is Performance fee 20% Profit Sharing on all Profits.
What is the minimum investment in PSU ?
The minimum investment in PSU is ₹50 Lacs
What type of scheme is PSU?
PSU is an Equity scheme. It falls in the SECTOR FUND category.
What is the inception date of PSU?
The inception date of PSU is Feb 05, 2024.
What is the exit load of PSU?
Exit load is 0%

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